AR and VR represent a revolution in computing as impactful as the smartphone. This is developing into the greatest business story of our time, starring the biggest companies in the world. Hundreds of billions of dollars are at stake, and no one knows how it's going to end.

Thirty-five years of experience in media and technology have led Charlie to three basic beliefs which provide the filter through which he views this remarkable story:

1. Apps succeed when they make what we are already doing better, cheaper and faster.